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Original filing (PDF)20250730115828NAL0005524800001
C. BASIL FORD, INC.
Form 5500
FILING_RECEIVED
C. BASIL FORD 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
4 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for C. BASIL FORD, INC..
Plan sponsor
Name
C. BASIL FORD, INC.
EIN
16-1243987
Address
1540 WALDEN AVENUE · CHEEKTOWAGA, NY · 14225
Phone
(716) 897-3673
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
335
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-11-30
Filed
2025-07-30
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
TRONCONI SEGARRA & ASSOCIATES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | — | $45K | — |
| LAWLEY RETIREMENT ADVISORS LLC | — | BUFFALO, NY | — | $26K | — |
| PPS PENSION & FINANCIAL SERVICES | — | WILLIAMSVILE, NY | — | $2K | — |
| ACTUARIAL CONSULTING SERVICES INC | — | AMHERST, NY | — | $1K | — |
Investments
4 pooled funds· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| T ROWE PRICE NEW HORIZONS I T ROWE PRICE · EIN 90-0779283 / PN 000 | Pooled Separate Account | $0 | — |
| MASS MUTUAL EQUITY OPPORTS I MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | $0 | — |
| LARGE CAP GROWTH/JPMORGAN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | $0 | — |
| LARGE CAP GROWTH/JPMORGAN INVST MGM EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | $0 | — |
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